+367.1%
ASX vs AMCR
+18.2%
+348.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.1% | +3.2% |
| 7D | -9.1% | -3.8% | -5.4% | -7.8% |
| 30D | -23.6% | +8.3% | -31.9% | -24.8% |
| 3M | -5.6% | -2.7% | -2.9% | -4.7% |
| 6M | +4.7% | +16.7% | -12.0% | -0.3% |
| YTD | +122.6% | +13.2% | +109.4% | +112.1% |
| 1Y | +133.0% | +13.7% | +119.3% | +121.6% |
| 3Y | +367.1% | +17.4% | +349.7% | +323.1% |
| All | +367.1% | +18.2% | +348.9% | +323.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMCR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling